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| AIMZ Investment Advisors LLC
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| |
|---|---|
| CRD # | 155810 |
| SEC # | 801-72721 |
| CIK # | 0001630365 |
| AUM | $453.3 MM (2024-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-988-1088 |
| Address | 4984 El Camino Real, Suite 101 Los Altos, CA 94022 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 18.7 | |
| META | 434,852.0 | 15.6 | |
| MSFT | 1,918,222.4 | 13.2 | |
| QCOM | 147,392.0 | 11.8 | |
| REGN | 65,294.8 | 10.5 | |
| VRTX | 70,632.1 | 10.1 | |
| GOOG | 1,482,566.4 | 9.4 | |
| GOOGL | 1,475,138.5 | 7.9 | |
| NTAP | 14,518.9 | 7.7 | |
| INFY | 77,419.3 | 5.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 41.0 |
| (b) Individuals (high net worth individuals) | 113 | 385.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 27.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 531 | 453.3 |
| By Discretionary | ||
| Discretionary | 530 | 451.9 |
| Non-Discretionary | 1 | 1.4 |
| Total | 531 | 453.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 453.3 | |
| Total | 531 | 453.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001630365] |
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|---|---|---|
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